Adviser Profile
| As of Date | 05/07/2026 |
| Registration | SEC, Approved, 05/13/2026 |
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| Former registrations | |
| ADV Location | DALLAS, TX, United States |
| Contact Info | 214 xxxxxxx |
| Websites |
| AUM* | 170,892,730 |
| of that, discretionary | 170,892,730 |
| Number of Employees | 4 |
| of those in investment advisory functions | 1 |
| Private Fund GAV* | 10,550,000 |
| Avg Account Size | 18,988,081 |
| % High Net Worth | 88.89% |
| SMA’s | No |
| Private Funds | 1 |
Adviser Type
- Large advisory firm
Client Types
- High net worth individuals
- Pooled investment vehicles
Advisory Activities
- Portfolio management for individuals and/or small businesses
- Portfolio management for pooled investment vehicles
- Selection of other advisers
Compensation Arrangments
- A percentage of assets under your management
- Fixed fees (other than subscription fees)
- Performance-based fees
Reported AUM
171M
146M
122M
98M
73M
49M
24M
2026
Private Funds
Employees
Private Funds Structure
| Count | GAV | |
|---|---|---|
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